Sale Documentation Package

Sale Documentation Package. With respect to each Policy means all of the following documents, agreements and instruments, each substantially in the form specified in the Underlying Sale Agreement, or forms otherwise approved by the Provider: (a) one of the following: (i) the original life insurance policy, (ii) an official copy of the life insurance policy provided by the Issuing Insurance Company, (iii) a certificate of insurance or (iv) a lost policy certificate issued by the applicable Issuing... Insurance Company; (b) schedule of estimated premiums (in a policy illustration or otherwise) prepared by the Provider; (c) the Underlying Sale Agreement executed by the related Seller and the Provider; (d) a Change of Ownership/Beneficiary Form executed by the related Seller; (e) the Escrow Agreement; and (f) the certificate of each retained medical underwriter delivered and such certificate specifying the applicable mortality rating, with reasonably detailed information regarding its derivation, supplied thereby. View More